B2B CRM System

Efficient CRM System template for B2B sales and business analytics with detailed How-to-use description.

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This Notion-based CRM template is designed to help you efficiently manage your sales pipeline, client relationships, and business insights all in one place. With dedicated sections for Deals, Companies (Leads), People, Tasks, and Analytics, this template provides a comprehensive solution for tracking every aspect of your sales process. Try this template to achieve new business goals!

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4.85

평가 47개 기준

Fantastic Template for CRM

Great and clear - very easy to just pick up and utilise

Steve Pirone · 2025년 3월 5일

Robust CRM template

works like a charm. Able to fulfill basic duties. No access controls / security though

Vijay · 2025년 2월 19일

Thanks a lot for the feedback! I am glad that the template works for you. If you’re open to sharing your experience, feel free to connect with me on LinkedIn or drop me a message.

Bozhedaroff · 2025년 3월 4일

A system for revenue growth

This helped me grow my revenue of my small company 10X

AHMED OMAR · 2025년 1월 13일

Dear Ahmed, Thank you so much for your feedback! I'm glad to hear that the template helped you achieve such incredible growth in your business. I’d love to learn more about your experience—what worked best for you, and if there’s anything I could improve to make it even more valuable. If you’re open to sharing, feel free to connect with me on LinkedIn or drop me a message.

Bozhedaroff · 2025년 3월 4일

Love this thanks so much!!!

this is such a time saver. love the work that you did here.

Julian Builes · 2025년 1월 8일

Hey Julian, Thanks a lot for your feedback! I’m glad to hear that this template is saving you a lot of time. If you’re open to sharing your experience, feel free to connect with me on LinkedIn and send me a message.

Bozhedaroff · 2025년 3월 4일

excellent

excellent dashboard with exactly what is needed. I recommend strongly to use this one

Salah · 2024년 12월 13일

Hey Salah, Thanks a lot for the feedback! I am glad that this template works great for you!

Bozhedaroff · 2025년 3월 4일